Limitations in 360+ Sync

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Limitations in 360+ Sync

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This feature is currently in development. We are soliciting feedback from a small set of early adopters.

360+ Sync has known limitations on the following features:

The table below describes the known limitations on these features. We encourage customers to test thoroughly their use cases after enabling 360+ Sync in the sandbox environment, to avoid the risk of data loss in production.

Feature Limitations

Object Type

  • Initially, three object types: Invoice, Invoice Item, and Taxation Item are supported.

  • Since 5.0, the following object types are also supported: Credit Memo, Credit Memo Item, Credit Memo Part, Debit Memo, Debit Memo Item, Payment Part, and Refund Part.

  • Since 5.2, we have added support for the following object types: Subscriptions History, Subscription Rate Plans History, Subscription Product & Charges History, and Subscription Charge Tier History. See the limitation on Subscription History below in the table.

Sync Mode

  • To use 360+ Sync, you should turn on and use Real-Time Sync. Scheduled Sync is not supported.

Email Notification

  • When an error occurs in the sync on the Invoice, Invoice Item, or Taxation Item object, you will not get an email notification.

SRPC Versions

  • In Zuora, an Invoice Item is linked to a version of the Subscription Rate Plan Charge (SRPC) object that generated it.

  • Zuora 360 by default only syncs the latest version of a Subscription and deletes the old version, therefore your Invoice Item in Salesforce could have a null lookup to the SRPC if generated based on a previous Subscription version.

  • When you enable the feature of upserting Salesforce Subscriptions instead of deleting the old versions in sync,  an Invoice Item in Salesforce will have a lookup to an SRPC even if this Invoice Item was generated from an old version of a Subscription. In this case, the SRPC is not the one that this Invoice Item was generated from. However,  an Invoice Item in Salesforce could still have a null lookup to the SRPC even if this feature is enabled. For example, if a Remove Product amendment occurs, Zuora will delete the associated SRPC. An Invoice Item that is generated from this SRPC will then have a null reference in Salesforce.

Historical Data

  • When you turn on 360+ Sync, if you turn on the sync for any object types that are supported in 360+ Sync, you will not get the historical data on these types of objects.

Invoice

  • When you turn on 360+ Sync, all Invoices including Draft Invoices will be synchronized automatically.

On-Demand Sync

  • If 360+ Sync is enabled, Invoices will not be synchronized during On-Demand Sync.

  • If Invoice Settlement is enabled for your Zuora tenant, Payment objects will not be synced during On-Demand Sync.

Payment

  • If Invoice Settlement is enabled for your Zuora tenant, Payment objects will be synced automatically through 360+ Sync.

Subscription History

  • If you turn on Subscription History in 360+ Sync, any existing subscription syncs configured in 360 Sync will be turned off.

    Existing Subscription records synced before you turn on Subscription History in 360+ Sync will stay under Subscription object. Updates on these records after you turn on Subscription History in 360+ Sync will be synced to Subscription History object through 360+ Sync.

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